+1,565.8%
PAYC vs VIG
+331.3%
+1,234.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +4.9% | +3.5% | +1.4% | -0.3% |
| 30D | +4.1% | +4.9% | -0.8% | -2.9% |
| 3M | +11.5% | +2.5% | +9.0% | +7.5% |
| 6M | +85.3% | +11.0% | +74.3% | +58.8% |
| YTD | +57.3% | +16.0% | +41.3% | +25.2% |
| 1Y | +52.6% | +17.5% | +35.0% | +18.9% |
| 3Y | +48.3% | +67.0% | -18.7% | -31.8% |
| 5Y | -47.8% | +64.8% | -112.6% | -74.6% |
| 10Y | +515.9% | +263.6% | +252.3% | +3.3% |
| All | +1,565.8% | +331.3% | +1,234.6% | +160.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling